Mission Wealth Management LP Boosts Stock Position in Dimensional U.S. Targeted Value ETF $DFAT

Mission Wealth Management LP grew its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 42.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 192,093 shares of the company’s stock after buying an additional 57,570 shares during the quarter. Mission Wealth Management LP owned 0.09% of Dimensional U.S. Targeted Value ETF worth $11,437,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in DFAT. Earned Wealth Advisors LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 95.1% in the fourth quarter. Earned Wealth Advisors LLC now owns 1,457,860 shares of the company’s stock valued at $86,801,000 after buying an additional 710,659 shares in the last quarter. Richard Young Associates Ltd. purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at approximately $32,968,000. Focus Partners Wealth increased its position in shares of Dimensional U.S. Targeted Value ETF by 3.8% in the third quarter. Focus Partners Wealth now owns 13,243,500 shares of the company’s stock valued at $770,880,000 after buying an additional 485,231 shares in the last quarter. Forum Financial Management LP increased its position in shares of Dimensional U.S. Targeted Value ETF by 4.7% in the fourth quarter. Forum Financial Management LP now owns 10,207,476 shares of the company’s stock valued at $607,753,000 after buying an additional 454,334 shares in the last quarter. Finally, Henrickson Nauta Wealth Advisors Inc. increased its position in shares of Dimensional U.S. Targeted Value ETF by 134.0% in the fourth quarter. Henrickson Nauta Wealth Advisors Inc. now owns 712,009 shares of the company’s stock valued at $43,924,000 after buying an additional 407,790 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Dimensional U.S. Targeted Value ETF stock opened at $65.32 on Monday. The stock has a market capitalization of $13.31 billion, a PE ratio of 12.39 and a beta of 0.99. Dimensional U.S. Targeted Value ETF has a 12 month low of $50.75 and a 12 month high of $67.94. The business has a 50 day simple moving average of $64.17 and a 200-day simple moving average of $62.35.

Dimensional U.S. Targeted Value ETF Company Profile

The Dimensional U.S. Targeted Value ETF (DFAT) is an exchange-traded fund that mostly invests in extended market equity. The fund is an active, tax-managed fund that seeks to provide long-term capital appreciation from a portfolio of US mid- and small-cap value stocks. DFAT was launched on Dec 11, 1998 and is managed by Dimensional.